|
Institutional
Holders
Total
Institutions:
|
47 8 |
|
Total
shares held :
|
3,318,566 |
|
% of shares
held :
|
77% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
20 |
|
Amount
of shares held :
|
586,064 |
|
% of shares
held change :
|
13.6% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
N/A |
|
Last
Quarter's Ending
Price :
|
N/A |
|
Last
Quarter's Average
Price :
|
N/A |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
(%) |
|
|
|
|
|
|
|
Charting Not Avaliable |
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
RFG HOLDINGS INC. |
4 |
- |
2024-03-31 |
685,087 |
$19,443,000 |
189,731 |
|
Royal Harbor Partners LLC |
6 |
- |
2024-03-31 |
474,076 |
$13,454,000 |
5,556 |
|
Luken Investment Analytics LLC |
4 |
- |
2024-03-31 |
400,515 |
$11,367,000 |
20,401 |
|
ENVESTNET ASSET MANAGEMENT INC |
2018 |
- |
2023-12-31 |
146,158 |
$4,111,000 |
46,056 |
|
LPL FINANCIAL CORP |
2207 |
- |
2024-03-31 |
99,213 |
$2,816,000 |
28,320 |
|
Auour Investments LLC |
28 |
- |
2024-03-31 |
86,226 |
$2,447,000 |
13,232 |
|
UBS Group AG |
2709 |
- |
2023-12-31 |
80,283 |
$2,258,000 |
70,032 |
|
Orion Portfolio Solutions LLC |
661 |
- |
2024-03-31 |
70,147 |
$1,991,000 |
319 |
|
RAYMOND JAMES & ASSOCIATES |
2260 |
- |
2024-03-31 |
58,650 |
$1,664,000 |
39,750 |
|
HIGHTOWER ADVISORS, LLC |
1672 |
- |
2024-03-31 |
42,762 |
$1,210,000 |
25,204 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1622 |
- |
2024-03-31 |
40,401 |
$1,147,000 |
1,539 |
|
ADVISORY SERVICES NETWORK, LLC |
659 |
- |
2024-03-31 |
37,527 |
$1,065,000 |
2,536 |
|
Envestnet Portfolio Solutions Inc. |
859 |
- |
2024-03-31 |
33,056 |
$938,000 |
17,426 |
|
SHEETS SMITH & ASSOCIATES INC |
174 |
- |
2024-03-31 |
30,292 |
$860,000 |
7,847 |
|
Collaborative Wealth Managment Inc. |
64 |
- |
2024-03-31 |
26,056 |
$739,000 |
9,284 |
|
L & S ADVISORS INC |
167 |
- |
2024-03-31 |
25,526 |
$724,000 |
960 |
|
Great Lakes Retirement Inc. |
157 |
- |
2024-03-31 |
21,895 |
$621,000 |
7,446 |
|
Centennial Wealth Advisory LLC |
48 |
- |
2024-03-31 |
21,292 |
$604,000 |
461 |
|
OLD MISSION CAPITAL LLC |
568 |
- |
2023-12-31 |
20,818 |
$586,000 |
20,818 |
|
Arete Wealth Advisors LLC |
411 |
- |
2023-12-31 |
16,855 |
$474,000 |
116 |
|
COMERICA BANK |
2083 |
- |
2023-12-31 |
10,822 |
$304,000 |
10,629 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
2830 |
- |
2024-03-31 |
10,508 |
$298,000 |
322 |
|
BluePath Capital Management LLC |
101 |
- |
2024-03-31 |
9,081 |
$258,000 |
9,081 |
|
Coppell Advisory Solutions LLC |
236 |
- |
2023-12-31 |
8,679 |
$244,000 |
8,679 |
|
Householder Group Estate & Retirement Specialist L |
234 |
- |
2024-03-31 |
7,540 |
$214,000 |
1,901 |
|
|
25 Records found
|
1
|
Page 1 of 1 |
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|